UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 | $1.56B | |
| 2 | $585M | |
| 3 | $582M | |
| 4 | $514M | |
| 5 | $510M |
Top Sells
| 1 | $660M | |
| 2 | $549M | |
| 3 | $513M | |
| 4 | $480M | |
| 5 | $458M |
Sector Composition
| 1 | Technology | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $606K | 0% | 86,440 -2,934 | -3% | -$20.6K | |||
| $605K | 0% | 55,746 -26,046 | -32% | -$283K | |||
| $605K | 0% | 12,021 +2,345 | +24% | +$118K | |||
| $605K | 0% | 40,110 -5,111 | -11% | -$77.1K | |||
| $604K | 0% | 16,096 -2,922 | -15% | -$110K | |||
| $603K | 0% | 21,097 +3,082 | +17% | +$88.1K | |||
| $602K | 0% | 131,773 -8,016 | -6% | -$36.6K | |||
| $599K | 0% | 75,365 -87,525 | -54% | -$696K | |||
| $599K | 0% | 43,348 | New | +$599K | |||
| $598K | 0% | 11,325 | New | +$598K | |||
| $594K | 0% | 36,737 -98,774 | -73% | -$1.6M | |||
| $594K | 0% | 14,621 -826 | -5% | -$33.6K | |||
| $594K | 0% | 74,658 -9,584 | -11% | -$76.2K | |||
| $593K | 0% | 27,237 -2,935 | -10% | -$64K | |||
| $593K | 0% | 76,060 -467 | -0.6% | -$3.64K | |||
| $593K | 0% | 76,303 -3,885 | -5% | -$30.2K | |||
| $591K | 0% | 322,176 +268,063 | +495% | +$492K | |||
| $590K | 0% | 96,128 +48,010 | +100% | +$295K | |||
| $590K | 0% | 37,161 -11,724 | -24% | -$186K | |||
| $589K | 0% | 357,232 -38,092 | -10% | -$62.9K | |||
| $588K | 0% | 45,513 -186,180 | -80% | -$2.41M | |||
| $588K | 0% | 50,076 +37,697 | +305% | +$443K | |||
| $587K | 0% | 53,805 -13,138 | -20% | -$143K | |||
| $586K | 0% | 70,349 +1,577 | +2% | +$13.1K | |||
| $585K | 0% | 93,033 +47,518 | +104% | +$299K |
